+14.9%
VTI vs CSGP
-53.2%
+68.1%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.0% | -2.5% | +1.5% |
| 7D | -0.6% | +18.3% | -18.9% | -0.7% |
| 30D | -1.0% | +17.8% | -18.8% | -1.3% |
| 3M | -0.8% | +9.3% | -10.0% | -0.9% |
| 6M | +7.1% | -7.9% | +15.0% | +7.7% |
| YTD | +13.4% | -51.5% | +64.9% | +19.5% |
| 1Y | +14.9% | -53.3% | +68.2% | +22.4% |
| All | +14.9% | -53.2% | +68.1% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded CSGP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling